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Jason is a graduate of California State University, Fresno. Prior to Strong Valley Wealth and Pension, he joined his father in 2004 where they formed The Rankin Wealth Management Group of Wells Fargo Advisors.
He prides himself on the art of long term investment planning for the clients. He enjoys incorporating a service he calls life planning. This is an area of advising to ensure clients are on track to reach their life’s goals as opposed to finding the next hot stock. This interactive approach can help the group’s clients identify what their investment priorities are in light of current conditions and then help them make adjustments in the future as their life and the markets change.
Jason is a wealth manager and portfolio analyst for the team. In this capacity, he works with fund company analysts and various independent research sources to analyze, select and allocate investments in custom-designed portfolios. He is responsible for the management and monitoring of client investment portfolios. He works with clients to establish and implement their financial strategies, and in the ongoing review of their investment portfolios.
He holds a CERTIFIED FINANCIAL PLANNER™ designation and has securities registrations Series 7 and 63, and a California Insurance License, number 0E87236.
Jason has grown up in Fresno and enjoys an active lifestyle and pursues regular exercise through CrossFit. He also enjoys traveling with his wife Kailyn and their two boys, Dane and Decker.
Nobody can control the market, let alone tomorrow. But at Strong Valley you know that you always have someone in your corner looking out for what’s the very best for you.